de Primecap Management Applied Materials AMAT Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 754 M | Vender |
1,042,926
-131,200
| -11% | -USD 60.5 M | 0.45% | 50 |
|
|
2026
Q1 | USD 401 M | Vender |
1,174,126
-59,700
| -5% | -USD 20.1 M | 0.32% | 71 |
|
|
2025
Q4 | USD 317 M | Vender |
1,233,826
-350,400
| -22% | -USD 84 M | 0.24% | 84 |
|
|
2025
Q3 | USD 324 M | Vender |
1,584,226
-165,800
| -9% | -USD 30.1 M | 0.25% | 81 |
|
|
2025
Q2 | USD 320 M | Vender |
1,750,026
-704,344
| -29% | -USD 112 M | 0.25% | 76 |
|
|
2025
Q1 | USD 356 M | Vender |
2,454,370
-141,910
| -5% | -USD 23.9 M | 0.29% | 71 |
|
|
2024
Q4 | USD 422 M | Vender |
2,596,280
-146,003
| -5% | -USD 26.5 M | 0.33% | 67 |
|
|
2024
Q3 | USD 554 M | Vender |
2,742,283
-112,900
| -4% | -USD 23.2 M | 0.41% | 57 |
|
|
2024
Q2 | USD 674 M | Vender |
2,855,183
-153,900
| -5% | -USD 33 M | 0.49% | 48 |
|
|
2024
Q1 | USD 621 M | Vender |
3,009,083
-225,000
| -7% | -USD 41.3 M | 0.46% | 54 |
|
|
2023
Q4 | USD 524 M | Vender |
3,234,083
-138,329
| -4% | -USD 20.3 M | 0.42% | 57 |
|
|
2023
Q3 | USD 467 M | Vender |
3,372,412
-358,071
| -10% | -USD 51.3 M | 0.39% | 60 |
|
|
2023
Q2 | USD 539 M | Vender |
3,730,483
-217,700
| -6% | -USD 27.2 M | 0.45% | 55 |
|
|
2023
Q1 | USD 485 M | Vender |
3,948,183
-66,900
| -2% | -USD 7.68 M | 0.42% | 58 |
|
|
2022
Q4 | USD 391 M | Vender |
4,015,083
-104,500
| -3% | -USD 10 M | 0.36% | 65 |
|
|
2022
Q3 | USD 338 M | Vender |
4,119,583
-16,400
| -0.4% | -USD 1.58 M | 0.33% | 71 |
|
|
2022
Q2 | USD 376 M | Vender |
4,135,983
-48,800
| -1% | -USD 5.35 M | 0.34% | 71 |
|
|
2022
Q1 | USD 552 M | Vender |
4,184,783
-170,800
| -4% | -USD 23.5 M | 0.42% | 65 |
|
|
2021
Q4 | USD 685 M | Vender |
4,355,583
-188,900
| -4% | -USD 27.4 M | 0.47% | 63 |
|
|
2021
Q3 | USD 585 M | Vender |
4,544,483
-48,952
| -1% | -USD 6.65 M | 0.41% | 68 |
|
|
2021
Q2 | USD 654 M | Vender |
4,593,435
-406,700
| -8% | -USD 54.6 M | 0.44% | 64 |
|
|
2021
Q1 | USD 668 M | Vender |
5,000,135
-113,900
| -2% | -USD 12.6 M | 0.47% | 63 |
|
|
2020
Q4 | USD 441 M | Vender |
5,114,035
-131,500
| -3% | -USD 9.7 M | 0.33% | 73 |
|
|
2020
Q3 | USD 312 M | Vender |
5,245,535
-145,100
| -3% | -USD 8.96 M | 0.26% | 83 |
|
|
2020
Q2 | USD 326 M | Vender |
5,390,635
-378,000
| -7% | -USD 20.4 M | 0.28% | 80 |
|
|
2020
Q1 | USD 264 M | Comprar |
5,768,635
+790,000
| +16% | +USD 45.4 M | 0.26% | 79 |
|
|
2019
Q4 | USD 304 M | Vender |
4,978,635
-30,700
| -0.6% | -USD 1.73 M | 0.22% | 95 |
|
|
2019
Q3 | USD 250 M | Vender |
5,009,335
-5,600
| -0.1% | -USD 270 k | 0.2% | 99 |
|
|
2019
Q2 | USD 225 M | Vender |
5,014,935
-49,225
| -1% | -USD 2.07 M | 0.17% | 115 |
|
|
2019
Q1 | USD 201 M | Comprar |
5,064,160
+70,550
| +1% | +USD 2.68 M | 0.15% | 120 |
|
|
2018
Q4 | USD 163 M | Comprar |
4,993,610
+706,600
| +16% | +USD 24.2 M | 0.13% | 119 |
|
|
2018
Q3 | USD 166 M | Comprar |
4,287,010
+12,300
| +0.3% | +USD 544 k | 0.11% | 124 |
|
|
2018
Q2 | USD 197 M | Mantener |
4,274,710
| – | – | 0.15% | 117 |
|
|
2018
Q1 | USD 238 M | Vender |
4,274,710
-42,197
| -1% | -USD 2.35 M | 0.18% | 103 |
|
|
2017
Q4 | USD 221 M | Vender |
4,316,907
-4,300
| -0.1% | -USD 233 k | 0.17% | 110 |
|
|
2017
Q3 | USD 225 M | Vender |
4,321,207
-158,200
| -4% | -USD 7.15 M | 0.19% | 106 |
|
|
2017
Q2 | USD 185 M | Vender |
4,479,407
-1,676,100
| -27% | -USD 71.2 M | 0.16% | 112 |
|
|
2017
Q1 | USD 239 M | Comprar |
6,155,507
+236,952
| +4% | +USD 8.51 M | 0.22% | 93 |
|
|
2016
Q4 | USD 191 M | Comprar |
5,918,555
+66,200
| +1% | +USD 2.01 M | 0.19% | 100 |
|
|
2016
Q3 | USD 176 M | Vender |
5,852,355
-181,900
| -3% | -USD 5.07 M | 0.18% | 102 |
|
|
2016
Q2 | USD 145 M | Vender |
6,034,255
-93,900
| -2% | -USD 2.07 M | 0.15% | 108 |
|
|
2016
Q1 | USD 130 M | Comprar |
6,128,155
+45,400
| +0.7% | +USD 828 k | 0.13% | 110 |
|
|
2015
Q4 | USD 114 M | Comprar |
6,082,755
+120,900
| +2% | +USD 2.1 M | 0.12% | 119 |
|
|
2015
Q3 | USD 87.6 M | Comprar |
5,961,855
+153,500
| +3% | +USD 2.56 M | 0.1% | 137 |
|
|
2015
Q2 | USD 112 M | Comprar |
5,808,355
+113,900
| +2% | +USD 2.34 M | 0.11% | 134 |
|
|
2015
Q1 | USD 128 M | Comprar |
5,694,455
+9,100
| +0.2% | +USD 218 k | 0.13% | 124 |
|
|
2014
Q4 | USD 142 M | Vender |
5,685,355
-264,500
| -4% | -USD 5.97 M | 0.14% | 111 |
|
|
2014
Q3 | USD 129 M | Vender |
5,949,855
-1,042,600
| -15% | -USD 23.1 M | 0.14% | 111 |
|
|
2014
Q2 | USD 158 M | Vender |
6,992,455
-68,968
| -1% | -USD 1.41 M | 0.17% | 99 |
|
|
2014
Q1 | USD 144 M | Comprar |
7,061,423
+45,000
| +0.6% | +USD 826 k | 0.16% | 102 |
|
|
2013
Q4 | USD 124 M | Vender |
7,016,423
-56,532
| -0.8% | -USD 985 k | 0.15% | 105 |
|
|
2013
Q3 | USD 124 M | Vender |
7,072,955
-146,100
| -2% | -USD 2.33 M | 0.16% | 99 |
|
|
2013
Q2 | USD 108 M | Comprar |
+7,219,055
| Nuevas | +USD 105 M | 0.15% | 100 |
|
Otros fondos que tienen AMAT en su cartera
Posición de Primecap Management en AMAT: resumen de T2 2026
Primecap Management redujo su participación en Applied Materials (AMAT) en 11% durante T2 2026, al vender acciones por un valor estimado de USD 60.5 M, y conservó 1,042,926 acciones valuadas en USD 754 M. La posición representa 0.45% de la cartera y ocupa el puesto #50.
Primecap Management reportó por primera vez una posición en AMAT en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 3,519 fondos que sigue Wall St. Rank mantienen una posición en AMAT.
- Al cierre de T2 2026, Primecap Management tenía 1,042,926 acciones de Applied Materials con un valor de USD 754 M.
- Primecap Management vendió 131,200 acciones de Applied Materials en T2 2026, por un valor estimado de USD 60.5 M.
- Applied Materials representó 0.45% de la cartera de Primecap Management en T2 2026 y fue su posición número 50.
- Primecap Management reportó por primera vez una posición en Applied Materials en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 3,519 fondos que sigue Wall St. Rank tenían Applied Materials en cartera.
Según el Informe 13F de Primecap Management correspondiente a T2 2026, presentado el 14 ago 2026.